Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
KNX 
Knight Transportation Inc (KNX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: KNX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $53.2
1 Year Target Price $53.2
| 9 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.22% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.99B USD | Price to earnings Ratio 42.22 | 1Y Target Price 53.2 |
Price to earnings Ratio 42.22 | 1Y Target Price 53.2 | ||
Volume (30-day avg) 21 | Beta 1.18 | 52 Weeks Range 36.54 - 61.04 | Updated Date 08/15/2025 |
52 Weeks Range 36.54 - 61.04 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.54% | Basic EPS (TTM) 1.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-22 | When Before Market | Estimate 0.3297 | Actual 0.35 |
Profitability
Profit Margin 2.22% | Operating Margin (TTM) 3.89% |
Management Effectiveness
Return on Assets (TTM) 1.3% | Return on Equity (TTM) 2.3% |
Valuation
Trailing PE 42.22 | Forward PE 31.45 | Enterprise Value 9907738120 | Price to Sales(TTM) 0.94 |
Enterprise Value 9907738120 | Price to Sales(TTM) 0.94 | ||
Enterprise Value to Revenue 1.33 | Enterprise Value to EBITDA 8.46 | Shares Outstanding 162302000 | Shares Floating 157296606 |
Shares Outstanding 162302000 | Shares Floating 157296606 | ||
Percent Insiders 3.1 | Percent Institutions 93.94 |
Upturn AI SWOT
Knight Transportation Inc
Company Overview
History and Background
Knight Transportation was founded in 1990 by Kevin Knight, Randy Knight, and Gary Knight. It quickly grew through organic expansion and strategic acquisitions, becoming one of the largest trucking companies in North America. Knight merged with Swift Transportation in 2017 to form Knight-Swift Transportation Holdings Inc. (KNX).
Core Business Areas
- Truckload: Provides dry van truckload services across North America, transporting a variety of goods for diverse industries. This includes long-haul, regional, and dedicated fleet operations.
- Less-Than-Truckload (LTL): Handles shipments that do not require a full truckload. It consolidated into the AAA Cooper brand and now serves a large geography in the U.S.
- Logistics: Offers brokerage, intermodal, and other logistics services to manage supply chains for customers. This segment helps optimize freight movements and provides capacity solutions.
- Dedicated: Knight offers dedicated fleets to organizations, often involving specialized equipment and a focus on the client's unique transportation needs.
Leadership and Structure
Dave Jackson is the CEO. The organizational structure is based on segment-level leadership within Knight-Swift Transportation Holdings Inc, where individual brands retain operational autonomy.
Top Products and Market Share
Key Offerings
- Truckload Services: The core service offering, accounting for a significant portion of revenue. Market share fluctuates but they're a major player in the fragmented truckload market. Competitors include JB Hunt (JBHT) and Schneider National (SNDR).
- Logistics and Brokerage: Facilitates freight movement for customers through a network of carriers. This sector has significant competition from companies such as C.H. Robinson Worldwide (CHRW) and XPO (XPO).
Market Dynamics
Industry Overview
The trucking industry is highly cyclical and fragmented, influenced by economic conditions, fuel prices, and regulatory changes (e.g., Hours of Service). There is ongoing truck driver shortage.
Positioning
Knight-Swift is one of the largest players in the industry due to its size and network, giving them economies of scale, but are also now affected by inefficiencies of large organizations
Total Addressable Market (TAM)
The US trucking market is estimated to be $800+ billion. KNX holds a small percentage of this TAM, with significant potential for growth and consolidation.
Upturn SWOT Analysis
Strengths
- Large fleet size
- Extensive network
- Strong brand recognition
- Diverse service offerings
- Experienced management team
Weaknesses
- Exposure to economic cycles
- High operating costs (fuel, labor)
- Driver shortage pressures
- Integration challenges (post-merger)
- Dependence on truckload sector
Opportunities
- Increased demand for freight transportation
- Technological advancements (autonomous vehicles, TMS)
- Further consolidation in the industry
- Expansion of logistics services
- Government infrastructure spending
Threats
- Economic downturns
- Rising fuel costs
- Increased regulation
- Intense competition
- Labor disputes
Competitors and Market Share
Key Competitors
- JBHT
- SNDR
- CHRW
- ODFL
- XPO
Competitive Landscape
KNX is the top dog in the industry and they're known for scale and brand presence. Competitors such as JBHT are known for intermodal and logistics services, while others focus on niche segments.
Major Acquisitions
U.S. Xpress Enterprises
- Year: 2023
- Acquisition Price (USD millions): 808
- Strategic Rationale: Adding U.S. Xpress's truckload capacity and customer relationships to Knight-Swift's network, further expanding its market presence.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by organic expansion and strategic acquisitions, particularly the merger with Swift.
Future Projections: Analyst projections vary, but the company is expected to grow in line with the broader economy and industry trends.
Recent Initiatives: Focus on improving operational efficiencies, expanding logistics services, and integrating acquired companies.
Summary
Knight-Swift is a major player in the US trucking industry, benefiting from its size and brand. The company's scale and diverse service offerings provides both advantages and challenges. Future success depends on optimizing operations, navigating economic cycles, and addressing driver shortages. The recent acquisition of U.S. Xpress represents a significant strategic move, but requires effective integration to realize its full potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Knight Transportation Inc
Exchange NYSE | Headquaters Phoenix, AZ, United States | ||
IPO Launch date 1994-10-25 | CEO & Director Mr. Adam W. Miller CPA | ||
Sector Industrials | Industry Trucking | Full time employees 35300 | Website https://knight-swift.com |
Full time employees 35300 | Website https://knight-swift.com | ||
Knight-Swift Transportation Holdings Inc., together with its subsidiaries, provides freight transportation services in the United States and Mexico. The company operates through four segments: Truckload, Less-than-truckload (LTL), Logistics, and Intermodal. The Truckload segment provides transportation services, which include irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations. This segment operates an average of 22,791 tractors, which includes 20,644 company tractors and 2,147 independent contractor tractors, as well as 92,831 trailers. The LTL segment offers regional LTL transportation services through a network of approximately 170 service centers; and national coverage through partner carrier outside the network. This segment operates an average of 3,569 tractors and 9,564 trailers. The Logistic segment provides brokerage and other freight management services through third-party transportation providers and equipment. The Intermodal segment offers transportation services, including freight through third-party intermodal rail services on trailing equipment, such as containers and trailers on flat cars; and drayage services. This segment operates an average of 615 tractors and 12,572 intermodal containers. The company also provides repair and maintenance shop, equipment leasing, warranty, and insurance services; and warehousing and driving academy services, as well as manufactures trailer parts. It serves retail, food and beverage, consumer and paper products, transportation and logistics, housing and building, automotive, and manufacturing industries. The company was incorporated in 1989 and is headquartered in Phoenix, Arizona.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.